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Walt Disney

2,551 hedge funds and large institutions have $153B invested in Walt Disney in 2019 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 1,275 increasing their positions, 937 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 1,275 | Existing positions reduced: 937

22% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 90

0% more funds holding

Funds holding: 2,5512,551 (0)

9% less call options, than puts

Call options by funds: $3.11B | Put options by funds: $3.43B

4.49% less ownership

Funds ownership: 69.76%65.28% (-4.5%)

8% less capital invested

Capital invested by funds: $166B → $153B (-$12.9B)

30% less funds holding in top 10

Funds holding in top 10: 382267 (-115)

Holders
2,551
Holders Change
Holders Change %
0%
% of All Funds
55.93%
Holding in Top 10
267
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-30.1%
% of All Funds
5.85%
New
110
Increased
1,275
Reduced
937
Closed
90
Calls
$3.11B
Puts
$3.43B
Net Calls
-$324M
Net Calls Change
-$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
BC
2426
Brio Consultants
California
$216K +$6.91K +50 +3%
ACM
2427
Armbruster Capital Management
New York
$215K -$4.01K -29 -2%
PA
2428
Parkside Advisors
California
$215K
SIC
2429
Schwartz Investment Counsel
Michigan
$215K
MS
2430
Maven Securities
Jersey
$214K +$227K +1,643 New
CIC
2431
Cornercap Investment Counsel
Georgia
$213K -$59.2K -428 -21%
SWM
2432
Shakespeare Wealth Management
Wisconsin
$211K +$16.2K +117 +8%
IWP
2433
Icon Wealth Partners
Texas
$210K -$553 -4 -0.2%
NQWM
2434
Northwest Quadrant Wealth Management
Oregon
$210K +$1.24K +9 +0.6%
AIA
2435
Alera Investment Advisors
Illinois
$209K -$1.8K -13 -0.8%
AIP
2436
Almanack Investment Partners
Pennsylvania
$209K +$19.8K +143 +10%
LFG
2437
LifePlan Financial Group
Ohio
$208K
KIA
2438
Kopp Investment Advisors
Minnesota
$207K -$18.7K -135 -8%
MM
2439
Meridian Management
Arkansas
$207K
VCM
2440
Versant Capital Management
Arizona
$206K +$12.9K +93 +6%
EWM
2441
Endurance Wealth Management
Rhode Island
$206K +$44.8K +324 +26%
AI
2442
ArchPoint Investors
Florida
$205K -$10.4K -75 -5%
HFA
2443
Hoover Financial Advisors
Pennsylvania
$204K -$6.91K -50 -3%
HR
2444
Howe & Rusling
New York
$204K
CCP
2445
Cardan Capital Partners
Colorado
$204K +$9.82K +71 +5%
SFA
2446
Stewardship Financial Advisors
Georgia
$203K -$38.3K -277 -15%
CA
2447
Continuum Advisory
Idaho
$203K -$11.3K -82 -5%
CG
2448
CFO4Life Group
Texas
$202K -$3.18K -23 -1%
DA
2449
DSC Advisors
Illinois
$202K +$215K +1,553 New
CCM
2450
Campbell Capital Management
Florida
$201K

DIS Hedge Fund Activity: Q3 2019 in Review

2,551 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2019, worth a combined $153B — down 7.8% from $166B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new DIS positions and 90 closed out — a net gain of 20 holders — while 1,275 added to existing stakes and 937 trimmed.

The largest buyer was BlackRock, adding an estimated $509M. The largest seller was Phocas Financial Corp, cutting an estimated $9.08B.

  • 2,551 institutional investors held Walt Disney (DIS) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $153B of Walt Disney stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 110 funds opened new Walt Disney positions in Q3 2019 and 90 closed out, a net change of +20 holders.
  • The largest Walt Disney buyer in Q3 2019 was BlackRock, an estimated $509M added.
  • The largest Walt Disney seller in Q3 2019 was Phocas Financial Corp, an estimated $9.08B sold.

Based on aggregated 13F filings for Q3 2019.